RONB vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: TiedMore Diversified: SPY

Side-by-Side Comparison

MetricRONBSPYWinner
Expense Ratio1.00%0.09%
AUM-$789.1B
Dividend Yield0.00%1.01%
Holdings29505
YTD Return-4.16%+13.75%
1Y Return-+22.91%
3Y Return (annualized)-+21.67%
5Y Return (annualized)-+13.32%
Volatility (annualized)-15.3%
Max Drawdown-19.4%-56.5%
Fund FamilyBaron FundsState Street Investment Management
CategoryEquityEquity
InceptionDec 12, 2025Jan 22, 1993

RONB vs SPY Performance

Baron First Principles ETF (RONB) is a ETF from Baron Funds and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Year to date, RONB is down 4.16% versus a gain of 13.75% for SPY.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -19.4% for RONB and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

RONB charges 1.00% per year while SPY charges 0.09%. On a $10,000 position that is $100 vs $9 annually, a gap of $91 per year that compounds over a long holding period. On income, RONB currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

2.5%overlap

RONB and SPY share 9 holdings out of 516 unique holdings combined, representing a 2.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in RONBWeight in SPYDifference
TSLA8.41%1.82%6.59%
MSCI5.00%0.07%4.93%
SCHW4.67%0.25%4.42%
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ABNBProProPro
IDXXProProPro
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Frequently Asked Questions

Which is cheaper, RONB or SPY?

RONB has an expense ratio of 1.00% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $91 per year of difference.

What is the holdings overlap between RONB and SPY?

RONB and SPY share 9 common holdings with a 2.5% weight overlap. Combined, they hold 516 unique securities.

Which pays a higher dividend, RONB or SPY?

RONB yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

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